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An depth look at some case studies that support our investment stratgies...

An investment in knowledge pays the best interest.

-Benjamin Franklin

We are committed to sharing financial information and knowledge so that people can make educated decisions about their finances.

CLIENT CASE STUDIES

We are committed to providing our clients with important investment information.  Please take a look at some interesting case studies and white papers below. 

White Paper by Benjamin D. Summers

Director Adagio Institute

An Ituitive True Total Risk-Adjusted Performance Measure and Characteristics Matrix

Abstract

Keating and Shadwick's Omega ratio captures all four statistical moments of risk but has practical limitations with respect portfolio optimization. Kapos et al. simplified the Omega ratio into an expression with better practical application, buts its focus as a portfolio optimization tool represents a trade-off with respect to absolute risk-adjusted performance measurement. 

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Omega Private Equity
  • WEB DESIGN PROJECT

    Client: ABC Company

    Business Case

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    Our Process

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    Increase AUM

    Risk Adjusted Returns

    20% Returns 

    SEARCH ENGINE OPTIMIZATION PROJECT

    Client: HVAC Company

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    See Full Case Study

    200% Increase In

    Organic Traffic

    42% Increased

    Conversion

    30% Increase In

    Monthly Sales

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